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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,683 | $160,040-65.2% | $147,096-62.1% | $145,877-61.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 14.60% | 98.49%-83.9pp | 419.75%-405.2pp | 551.28%-536.7pp |
| Employer contribution / active EE | $1,217 | $5,289-77.0% | $4,936-75.4% | $4,663-73.9% |
| Participant deferral / active EE | $5,714 | $8,429-32.2% | $8,071-29.2% | $6,691-14.6% |
| Admin fee / account holder | $1,771 | $15,050-88.2% | $13,005-86.4% | $13,402-86.8% |